Anthony Ferrazzi is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America since 2018 and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Wiggins is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has a background that includes coaching volleyball as an independent contractor for the Future Volleyball Club. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Vijay Thakkar is a CFP® with 34 years of experience in the financial services industry. He is affiliated with Cetera and has held roles there since 1991, currently serving under its institutional platform. In addition to his advisory work, Thakkar owns Vijay Thakkar & Associates Ltd, a business focused on accounting, tax preparation, and payroll processing. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform that provides advisors with various program options and access to third-party managers.

Douglas Grove is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Principal Life, MassMutual, Fidelity Investments, and Thrivent Financial. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and allows clients to combine planning with managed-account services through an integrated billing option.

Bradley Parks is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2020. Parks is also the president of Mountain Street Advisors, LLC, a support company created for his independent contractor role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary advice using various analytical tools and supports municipal and public finance work through a unique affiliated municipal advisor.

Kyle Haider is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he partners with clients and collaborates closely throughout their financial journey, working with Fidelity's independent investors and their families to deliver service within Private Wealth Management. Kyle has been with Fidelity Investments since 2021, progressing through roles including Relationship Manager, Planning Consultant, Financial Consultant, and currently Senior Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at Edward Jones from 2019 to 2021. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Kyle's personal interests include cars, family activities, traveling, and volunteering.

David Tsang is a financial advisor with LPL Financial in Oswego, Illinois, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long-term roles at Harris Investor Services Inc and Harris Bank. Outside of advising, he serves as an assistant tennis coach at Rosary Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Philip Harwood is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, leveraging Wells Fargo research and tools to develop tailored client recommendations.

Susan Lewis is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes over two decades at Avantax Advisory Services and related firms, and she has operated her own tax preparation and bookkeeping business since 1986. Outside of advising, she owns businesses involved in truck body building and hydraulic cylinder repair. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, along with various non-advisory financial products and lending solutions.

Dino Marnell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 14 years and has operated Marnell Financial Services since 2001. Outside of advising, he serves on the boards of two LLCs involved in business decision-making and is a CPA involved in income tax and accounting consulting. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of financial advisers. The firm offers integrated brokerage and advisory services utilizing advanced portfolio construction tools and third-party platforms, supporting both discretionary and non-discretionary account management.

John Vanderpool is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Outside of finance, he was involved in a painting business from 2014 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide annual recommendation reports, emphasizing managed accounts and using algorithmic tools overseen by a dedicated committee.

Shahzad Shamsuddin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. His career includes roles at firms such as Old Second National Bank, LPL Financial, and Fifth Third Securities. He is also the owner of SARZ, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, operating a multi-manager platform with over $256 billion in assets under management.

Mark De Nicolo is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including E*Trade Securities and TD Ameritrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mazin Qureshi is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at JP Morgan Chase, LCM Capital Management Inc., and FactSet. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Jack Strimel is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various roles outside the financial sector, including positions in healthcare, education, and customer service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base ranging from retail and institutional investors to registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios across mutual funds, ETFs, and ETPs.

Charles Hansen is a financial advisor with Morgan Stanley in Lisle, IL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. He has been with various Morgan Stanley entities since 2012, with a brief period outside the industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and investment modeling techniques to support its services and manages approximately $2.74 trillion in client assets.

Luis Guzman is a Certified Financial Planner (CFP®) with 10 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to that, he worked at Fifth Third Securities and Fifth Third Bank from 2014 to 2022. Outside of his advisory work, he is involved with NAHREP DuPage County’s Education Committee and has a connection to a family-owned photography business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and offers a broad range of advisory programs supported by structured discovery processes and firm‑approved planning tools.

Evan Chatterjee is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved with Astro Labs Supplements LLC and The Red Lion. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, including the use of systematic methodologies and oversight controls.

Bruce Mc Kee is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2010, including prior experience at Crossroads Wealth Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional entities. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and investment advice to client goals, supporting implementation through various advisory programs.

Benjamin Heiler is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Plainfield, IL. He has worked with LPL Financial since 2015 and previously with Heartland Bank and Trust Company. Outside of his advisory role, he is involved in Silver Creek Gaming Lounge, a family business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and technology-driven tools.